A strong emphasis on time-tested investments and nothing speculative.
I use low-cost index funds as the base for portfolios, focusing on broad diversification and a long-term approach.
Exactly half of the industry average. At First Shelbourne, I believe high-quality fiduciary advice shouldn't come with a high price tag. While the industry average fee for a $1 million portfolio is approximately 1.02% annually, my standard fee is just 0.50%.
Industry average based on 2025 AdvisoryHQ and Kitces Research studies. Lower fees do not guarantee higher investment returns. All investing involves risk.
I built First Shelbourne as a fully independent RIA to remove the "corporate tax" found at large national firms. Most advisors operate like franchises, paying high platform fees and overhead that are ultimately passed to you. By remaining independent, I have eliminated these layers, allowing me to offer institutional-grade management at a transparent 0.50% annual fee. I don't answer to a parent company, I answer only to you.
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First Shelbourne LLC is a registered investment advisor in New York. Financial advisor services are offered through First Shelbourne LLC, an investment advisory firm domiciled in the State of New York. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or under an applicable state exemption. This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.
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